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Brad Somma
Brad Somma
Managing Partner | Charter Oak Financial
United States
Brad Somma
Summary
Brad Somma is a seasoned financial services professional with a robust background in leadership roles within the industry. As the Managing Partner at Charter Oak Financial since 2020, he has demonstrated a commitment to guiding clients through complex financial landscapes. Prior to this, he held significant positions at Massmutual Greater Long Island and New York Life Insurance, showcasing his extensive experience in management and partnership roles. Brad's educational foundation from Middlebury College complements his practical expertise, positioning him as a knowledgeable leader in financial services. His career reflects a consistent trajectory of growth and influence in the financial sector, making him a valuable asset to any organization. He is known for his strategic thinking and ability to foster strong client relationships. With a focus on delivering innovative financial solutions, Brad is dedicated to empowering individuals and businesses alike. His journey illustrates a passion for financial literacy and client advocacy.
Brad Somma
Work Experience
Managing Partner at
Charter Oak Financial
January 2020 - Present
Managing Partner at
MassMutual
January 2012 - January 2020
Managing Director at
Charter Oak Financial
October 2008 - December 2011
Partner at
New York Life Insurance Company
March 2005 - October 2008
Financial Services Professional at
New York Life Insurance Company
January 2002 - March 2005
Brad Somma
Education
January 1994 - January 1998
Frequently Asked Questions about Brad Somma
What is Brad Somma email address?
Brad Somma's primary email address is ******@charteroakfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brad Somma work for?
Brad Somma is a Managing Partner at Charter Oak Financial, a company specializing in Monetary Authorities-Central Bank.
Where Brad Somma graduated from?
Brad Somma holds a degree in from Middlebury College.
How can I directly contact Brad Somma?
To contact Brad Somma directly, you can use the email address ******@charteroakfinancial.com. Complete contact information is available upon registration with Muraena.
Who is Brad Somma?
Brad Somma is a seasoned financial services professional with a robust background in leadership roles within the industry. As the Managing Partner at Charter Oak Financial since 2020, he has demonstrated a commitment to guiding clients through complex financial landscapes. Prior to this, he held significant positions at Massmutual Greater Long Island and New York Life Insurance, showcasing his extensive experience in management and partnership roles. Brad's educational foundation from Middlebury College complements his practical expertise, positioning him as a knowledgeable leader in financial services. His career reflects a consistent trajectory of growth and influence in the financial sector, making him a valuable asset to any organization. He is known for his strategic thinking and ability to foster strong client relationships. With a focus on delivering innovative financial solutions, Brad is dedicated to empowering individuals and businesses alike. His journey illustrates a passion for financial literacy and client advocacy.
Brad`s contact details
******@charteroakfinancial.com
******@finsvcs.com
Colleagues
Chief Operating Officer
Chief Financial Officer
Managing Director
Managing Director
Agency Managing Director
Managing Partner
Senior Managing Director
Sr. Managing Director
Chief Brand Officer
Managing Director